Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,910 | $124,425+198.1% | $112,040+231.1% | $137,256+170.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 9.77% | 24.72%-14.9pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,818 | $3,411-46.7% | $2,954-38.4% | $4,156-56.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,357 | $15,207-84.5% | $12,098-80.5% | $12,270-80.8% |